Using QTips Instead of BTrusts For Estate Tax Exemption

Using QTips Instead of BTrusts For Estate Tax Exemption
When it comes to maximizing estate tax exemptions, traditional B trusts aren’t the only option. This session explores how Qualified Terminable Interest Property (QTIP) trusts can serve as a strategic alternative, offering flexibility and tax efficiency for married couples. Learn the advantages and limitations of QTIP trusts compared to B trusts, how portability impacts planning decisions, and practical techniques for tailoring trust structures to client goals. Perfect for practitioners seeking innovative approaches to estate tax planning in today’s evolving landscape.
199.00

Presenters

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Mark D. Munson, CELA, CAP

Ruder Ware LLSC

Wausau, WI

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